Senior Trust Advisor

Fifth Third Bancorp
Naples
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 8-10 yearsEducation: bachelorsSkills: ["Interpersonal skills","Communication","Ethical judgment","Fidelity and compliance mindset","Time management"]

Provide fiduciary expertise and thought leadership by managing personal trusts and delivering high-quality fiduciary solutions aligned to clients’ financial goals. Build strong relationships with clients and their families, coordinate with Private Bank partners and external advisors, and support trust business growth through presentations and fiduciary strategy advice. Oversee complex trust administration, including compliance with trust documents, legal requirements, and accurate review of estate planning documents and trust income/principal.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Senior Trust Advisor

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Job Summary

Provide fiduciary expertise and thought leadership by managing personal trusts and delivering high-quality fiduciary solutions aligned to clients’ financial goals. Build strong relationships with clients and their families, coordinate with Private Bank partners and external advisors, and support trust business growth through presentations and fiduciary strategy advice. Oversee complex trust administration, including compliance with trust documents, legal requirements, and accurate review of estate planning documents and trust income/principal.
Location: Naples
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Serve as a trusted advisor by building close client relationships and integrating technical fiduciary components with each client’s situation and values.
  • •Coordinate with Private Bank partners and external advisors to anticipate and meet clients’ Private Bank service needs.
  • •Support relationship expansion and new trust business by participating in client presentations and acting as a subject matter expert on fiduciary strategies.
  • •Oversee administration of complex trust accounts, ensuring compliance with trust documents, legal requirements, and company policies, including trust income and principal administration.
  • •Manage due diligence for new fiduciary appointments, maintain accurate trust records, and identify at-risk clients to proactively resolve issues and improve retention.

Key Requirements

  • •Bachelor’s degree in Finance, Accounting, Law, or a related field; advanced degree or professional certification (CTFA, CFP) preferred.
  • •8–10 years of experience in trust and estate administration with a proven track record managing complex trust relationships.
  • •Strong knowledge of trust and estate laws and regulations and industry standards and practices.
  • •Demonstrated ability to advise and deliver on complex fiduciary strategies using fiduciary judgment and discretion.
  • •Excellent interpersonal and communication skills to deliver a best-in-class client experience; proficiency in Microsoft Office Suite.
Experience:8-10 years
Education:Bachelor's
Skills:Interpersonal skillsCommunicationEthical judgmentFidelity and compliance mindsetTime management
Certifications:CTFACFP
Tech Stack:Microsoft Office Suite

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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